IAA
HEES

Independent Advisor Alliance’s H&E Equipment Services HEES Stock Holding History

Independent Advisor Alliance’s Portfolio HEES Stock Details HEES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-16,650
Closed -$554K – 651
2021
Q2 		$554K Buy
16,650
+2,359
+17% +$78.5K 0.03% 368
2021
Q1 		$543K Buy
+14,291
New +$543K 0.03% 352